Sundaram Short Term Debt Fund(G)

36.19 0.01 (0.02%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return41.9322.8113.355.905.766.96
Category Avg9.346.775.546.525.767.08
Category Best9.8410.569.799.709.779.89
Category Worst-1.193.821.244.653.695.12

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20210.8810.48NA0.38
20203.651.501.582.17
2019-6.17-3.011.982.23
20180.601.332.521.65
20171.761.630.801.34
20161.932.961.932.11

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20209.191729NA
2019-5.123031NA
20186.231333NA
20175.632433NA
20169.221835NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
HDFC Short Term Debt Fund(G)25.3325-Jun-104.878.717.778.56
ICICI Pru Short Term Fund(G)47.2429-Oct-015.048.577.418.08
Aditya Birla SL Short Term Fund(G)37.6709-May-034.858.387.257.45
Axis Short Term Fund-Reg(G)24.5525-Jan-104.398.347.327.95
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.9515
Semi Standard Deviation [%]0.0639
Beta [%]0.4556
Sharp Ratio [%]0.4535
R-Square [%]0.1007
Expense Ratio [%]1.0100
AVG Ratio [%]0.0076
Other Ratios
Jenson Ratio [%]0.0431
Treynor Ratio [%]0.0913
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0426
SORTINO Ratio [%]-0.0520

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY